LUBIX vs. FIIFX
Compare and contrast key facts about Thrivent Income Fund (LUBIX) and Federated Hermes Intermediate Corporate Bond Fund (FIIFX).
LUBIX is managed by Thrivent. It was launched on Jun 1, 1972. FIIFX is managed by Federated. It was launched on Dec 20, 1993.
Performance
LUBIX vs. FIIFX - Performance Comparison
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LUBIX vs. FIIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LUBIX Thrivent Income Fund | -1.25% | 7.57% | 2.93% | 8.11% | -16.07% | -0.76% | 11.61% | 13.20% | -2.60% | 5.69% |
FIIFX Federated Hermes Intermediate Corporate Bond Fund | -1.02% | 7.62% | 3.20% | 5.66% | -10.03% | -1.61% | 7.58% | 9.72% | -0.48% | 4.32% |
Returns By Period
In the year-to-date period, LUBIX achieves a -1.25% return, which is significantly lower than FIIFX's -1.02% return. Over the past 10 years, LUBIX has outperformed FIIFX with an annualized return of 2.76%, while FIIFX has yielded a comparatively lower 2.47% annualized return.
LUBIX
- 1D
- 0.55%
- 1M
- -2.68%
- YTD
- -1.25%
- 6M
- -0.47%
- 1Y
- 3.83%
- 3Y*
- 4.45%
- 5Y*
- 0.50%
- 10Y*
- 2.76%
FIIFX
- 1D
- 0.35%
- 1M
- -1.94%
- YTD
- -1.02%
- 6M
- 0.24%
- 1Y
- 4.17%
- 3Y*
- 4.24%
- 5Y*
- 1.00%
- 10Y*
- 2.47%
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LUBIX vs. FIIFX - Expense Ratio Comparison
LUBIX has a 0.74% expense ratio, which is higher than FIIFX's 0.58% expense ratio.
Return for Risk
LUBIX vs. FIIFX — Risk / Return Rank
LUBIX
FIIFX
LUBIX vs. FIIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Income Fund (LUBIX) and Federated Hermes Intermediate Corporate Bond Fund (FIIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LUBIX | FIIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.49 | -0.54 |
Sortino ratioReturn per unit of downside risk | 1.35 | 2.25 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.33 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.21 | -0.70 |
Martin ratioReturn relative to average drawdown | 4.99 | 8.69 | -3.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LUBIX | FIIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.49 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.24 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.65 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 1.07 | -0.42 |
Correlation
The correlation between LUBIX and FIIFX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LUBIX vs. FIIFX - Dividend Comparison
LUBIX's dividend yield for the trailing twelve months is around 3.93%, more than FIIFX's 3.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUBIX Thrivent Income Fund | 3.93% | 4.20% | 4.13% | 3.06% | 3.30% | 4.18% | 5.21% | 3.42% | 3.44% | 2.99% | 3.16% | 3.40% |
FIIFX Federated Hermes Intermediate Corporate Bond Fund | 3.89% | 4.15% | 3.39% | 2.95% | 1.97% | 2.69% | 2.64% | 2.92% | 4.02% | 4.27% | 3.30% | 3.79% |
Drawdowns
LUBIX vs. FIIFX - Drawdown Comparison
The maximum LUBIX drawdown since its inception was -23.52%, which is greater than FIIFX's maximum drawdown of -14.85%. Use the drawdown chart below to compare losses from any high point for LUBIX and FIIFX.
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Drawdown Indicators
| LUBIX | FIIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.52% | -14.85% | -8.67% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -2.28% | -0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -22.12% | -14.85% | -7.27% |
Max Drawdown (10Y)Largest decline over 10 years | -22.12% | -14.85% | -7.27% |
Current DrawdownCurrent decline from peak | -2.68% | -1.94% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -1.93% | -1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.58% | +0.39% |
Volatility
LUBIX vs. FIIFX - Volatility Comparison
Thrivent Income Fund (LUBIX) has a higher volatility of 1.78% compared to Federated Hermes Intermediate Corporate Bond Fund (FIIFX) at 1.02%. This indicates that LUBIX's price experiences larger fluctuations and is considered to be riskier than FIIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUBIX | FIIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.78% | 1.02% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 2.78% | 1.97% | +0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.59% | 3.38% | +1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 4.26% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.61% | 3.80% | +1.81% |